Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%.
The broad stock market is really taking things into overdrive, and that's thanks primarily to the new class of heavy-lifters referred to by Ben Emons as the “Parabolic 7.
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server dema
Dell's ISG revenues surge 181% to $29B on AI partnerships, while total revenues rise 88% as AI server demand and backlog fuel a strong growth outlook.
AI server revenue grew by more than 700% year over year in the first quarter to $16 billion. The shift to lower-margin AI hardware is weighing on Dell's gross margins.
HPE's networking revenue increased 148% in the second quarter of 2026. Dell's AI server revenue grew an eye-popping 757% year over year.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is making its biggest push yet into the personal computer market, taking direct aim at one of Intel's most important businesses.
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here's Why, he argued that AI companies are dramatically overva
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading.
On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.
Dell's recent rally has CEO Michael Dell climbing the ranks of the world's richest people—and ahead of some big names.
Broker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
Dell Technologies NYSE: DELL has evolved from a legacy PC assembler into an indispensable tollbooth for global AI infrastructure, and this realization has triggered an upward re-rating across Wall Str
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die - and what it signals for AI, chips, and drones.
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